Independent Financial Management LLC

IFM Can Help You Achieve Your Financial Goals & Now Offers FREE 30 Minute TelaMeeting Consultations & Monthly Financial TelaMeeting Workshops via ZOOM!

We have helped clients get into & through retirement by providing essential investment & planning services including:

About IFM

Independent Financial Management, LLC, or IFM, is now an Investment Advisor Representative or IAR firm, and was initially founded as a Registered Investment Advisor or RIA, in 2005 by James R. Wigen.  Prior to starting IFM, James worked for two international investment firms, and started in the financial services business in 1996. 

As of June 2013, IFM is now one of 290 partners working for a Registered Investment Advisor firm or RIA, with headquarters in Tampa, FL.  As of 1-1-2024, IFM & RIA partners manage over $11.5 billion in client assets.  

IFM offers Custodial Services for holding client assets through Charles Schwab, Fidelity Investments & Pershing, LLC.   

                 

Market Performance During Fed Funds Rate Increases & Decreases Since 1989

Callan.com

This is for educational purposes only and is Not Research or a Recommendation regarding any security or investment strategy.  These Graphs & Charts Should Not Be Used Alone When Deciding What Stocks, Bonds, ETFs or Mutual Funds to Buy.  Past Performance is NO Guarantee of Future Results. 

Please Consult Your Financial Advisor Before Buying or Selling Any Investment Products.

James CAM® ChFM® CPM® CWM® designations were issued by Global Academy of Finance and Management or GAFM®.

Investing involves serious risks and past performance is no guarantee of future performance or success.  This is not an offer to buy or sell securities and nothing contained herein should be interpreted as a recommendation regarding any investment or investment strategy. 

Before making any decision to invest, first read the relevant disclosures and important information provided to you.

Please take the proper risk for your current situation and get the advice from a financial professional who clearly understands your current & future goals and objectives.

Investments NOT FDIC INSURED * MAY LOSE VALUE * NO BANK GUARANTEE   

All opinions expressed by James R. Wigen on this website are solely his opinions and do not reflect the opinions of IFP Advisors, LLC, dba Independent Financial Partners, (IFP).  Investment Advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser.  IFP and Independent Financial Management, LLC (IFM), are separate entities.

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